Financial Solutions for Life
Many of our clients have been with us for over 30 years. Our long-term client relationships illustrate our specialty for helping our clients adapt their behavior to become smarter and more diligent investors.
Whether you are approaching retirement or working to build your family’s legacy, we want to help you by putting your goals in life first. As independent professionals, we work to deliver peace of mind, with you knowing that you are making the right financial decisions.
The expertise you want. The independent professional advice you need.
Our Wealth Consultants are CERTIFIED FINANCIAL PLANNER™ professionals, having met the highest educational standard in the financial planning industry.
Our firm is also backed by an independent broker/dealer, Commonwealth. That means our firm is independent — LifeTime Asset’s Wealth Consultants are free to act solely in your best interest, without bias or pressure to promote a certain product or strategy.
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Our 2nd annual Retirement Symposium that took place on June 27th was a huge success. We covered a variety of topics including Medicare, Social Security, Long-term care, and Retirement Distribution strategies. We hope everybody that attended enjoyed the presentation and took a lot away from it. We are already looking forward to next years presentation.
Q2 2019 Newsletter Print Copy
This past weekend we had our annual shred event! The event was a success and we ended up raising $1,310 which LifeTime matched for a total of $2,620 that was donated directly to the Boys & Girls Clubs serving Wake County! Thank you to everyone that came out and showed support. See you next year!
LifeTime Asset Management is fortunate to have opportunities to give back to community partners, including:
Meals on Wheels
Wounded Warrior Project
Tee it up! for a cure